About FWD Group
FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code 1828.
For more information, please visit www.fwd.com
Job Purpose
Act as a strategic partner to SCB Private Bankers (PBs) and Wealth Relationship Managers (RMs) in delivering tailored financial and protection solutions & services that address the complex needs of HNW and UHNW clients. This role plays a critical part in identifying liquidity gaps, advising on wealth structuring opportunities, and co-developing integrated solutions that enhance client satisfaction, drive asset growth, and deepen long-term relationships
Key Responsibilities:
Joint Client Engagement
- Lead joint client consultations with PBs and RMs to uncover life insurance needs aligned with the client’s overall wealth and estate planning strategy
- Provide in-depth product advisory and recommend insurance solutions, such as whole life, endowment, medical, or investment-linked plans that align with clients’ long-term financial goals
Pre-sales Management
- Partner with PBs and RMs in client profiling and needs analysis, identifying complex life-stage planning opportunities (e.g., legacy planning, liquidity optimization, tax efficiency)
- Deliver tailored proposals, illustrations, and comparative solutions analyses to support informed client decision-making and equip PBs and RMs with technical insights and product refreshers to enhance pitch quality and client confidence
Technical Expertise
- Serve as the subject matter expert on complex insurance solutions, including inheritance tax, key-person coverage, buy-sell agreements, philanthropic giving, and trust/ estate planning
- Provide guidance on regulatory and compliance aspects related to wealth structuring through insurance
Sales Enablement
- Manage the full sales lifecycle, from initial consultation to case closure by coordinating documentation, underwriting, and follow-ups
- Facilitate client seminars and targeted events to educate HNW/ UHNW clients, foster engagement, and generate leads
Post-sales Management
- Delivery continuous client service, including policy servicing, annual reviews, and plan adaptations aligned with evolving client needs
- Liaise with internal insurance operations to ensure timely resolution of service requests, reinforcing a high-touch client experience